The Additional Invoice Items feature on the Access Mintsoft app allows you to add items to an unconfirmed invoice for a client.
Add Additional Invoice Item - Rate fee applied
If the Invoice Item type has a Rate fee applied, and you want to add an Additional Invoice Item on the Access Mintsoft app, please continue below:
Within the Access Mintsoft app select Additional Invoice Items.
Select or search for the Client then select Confirm.
Select the Invoice Type then select Confirm.
Enter the Quantity.
The Invoice Rate is the Rate fee taken from the Invoice Item type; this can be changed if needed.
The Total is calculated by Invoice Rate x Quantity.
Enter a Comment then select Confirm.
Finally, select Add Invoice.
Once added it will show against the client's unconfirmed invoice.
Add Additional Invoice Item - No Rate fee applied
If the Invoice Item type has no Rate fee (0) applied, and you want to add an Additional Invoice Itemon the Access Mintsoft app, please continue below:
Within the Access Mintsoft app select Additional Invoice Items.
Select or search for the Client then select Confirm.
Select the Invoice Type then select Confirm.
Enter the Cost.
Enter a Comment then select Confirm.
Finally, select Add Invoice.
Once added it will show against the client's unconfirmed invoice.
How do I know if my Invoice Item type has a Rate fee?
The Invoice Item types can be found within the 3PL Accounting section of Mintsoft. The Invoice Items page shows all entries for all 3PL Clients, it shows the Name, the Rate fee and the Charge Type (GoodsIn, Admin, Picking, Packing):
Click 3PL Accounting then Overview.
Next, click Manage InvoiceItemTypes to see all entries.